+113.0%
NVTS vs VO
+15.8%
+97.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.5% | +7.2% |
| 7D | +2.7% | -0.3% | +3.0% | +3.8% |
| 30D | -4.5% | -0.3% | -4.1% | -2.5% |
| 3M | -61.5% | +2.9% | -64.5% | -64.9% |
| 6M | +28.0% | +9.3% | +18.6% | -5.6% |
| YTD | +65.3% | +14.2% | +51.1% | +3.6% |
| 1Y | +113.0% | +15.3% | +97.7% | +31.0% |
| All | +113.0% | +15.8% | +97.2% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling